Most Popular Saving, Investing & Mutual Fund Articles

Canara Robeco Mutual Fund is launching a multicap fund, Canara Robeco Multicap Fund. The NFO opens for subscription on 7^th July 2023 and closes on 21^st July 2023. Multicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps...

How do you select mutual fund schemes for your investments? Most investors only check past performance. While returns are an important consideration for investing in mutual funds, there are other important factors you need to keep in mind to achieve your investment objectives. In this article, we will discuss...

Principal Focused Multi-cap Fundinvests in about 30 stocks of different sizes (large cap, midcap and small cap) with high growth potential across different industry sectors. As per SEBI’s mandate for focused funds, the maximum number of stocks in the scheme’s portfolio will be limited to 30 only. This scheme was launched in 2005 and has given...

With bank deposit interest rates on a declining trend, investor interest in debt mutual funds has been rising over the past few years. Debt funds not only provide diversification benefits and relative stability to your investment portfolio, they are more tax efficient compared to the traditional fixed income investment options like Bank FDs...

ESG is an acronym for environmental, social and governance, which form the three pillars of this style of investments. Environmental factors relate to impact (favourable or unfavourable) which companies have on climate change, how they use the natural resources, waste management etc. Social factors relates to how companies...

Dynamic Asset Allocation changes equity and debt allocations of the portfolio based on market conditions. Dynamic Asset Allocation models usually increase asset allocation to equity and reduce allocation to debt, if equity valuations fall. If equity valuations increase, then dynamic asset allocation models...

Balanced Advantage Funds dynamically rebalance their asset allocation between equity and fixed income (debt) based on stock market valuations based on a dynamic asset allocation model. If equity valuations are low, then in dynamic...

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are hybrid mutual funds which manage their asset allocation dynamically between equity and debt. The asset allocation will change depending on market conditions using quantitative asset allocation models. To know more, read this...

ITI Mutual Fund has launched a New Fund Offer (NFO), ITI Large and Midcap Fund. As per SEBI's mandate, large and midcap funds must invest at least 35% of their assets in large cap stocks (top 100 stocks by market capitalization) and minimum 35% of their assets in midcap stocks (101^st to 250^th stocks by market capitalization...

Short term funds, also known as short duration funds, are debt mutual fund schemes which invest in debt and money market instruments such that the Macaulay Duration of the scheme is 1 to 3 years. Macaulay duration is the weighted average of the period the investor should remain invested in the security in...